+71.0%
CNQ vs VT
+74.0%
-3.1%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.4% |
| 7D | +2.5% | +2.4% | +0.1% | +1.3% |
| 30D | -4.0% | -1.5% | -2.5% | -3.5% |
| 3M | +5.5% | -4.1% | +9.6% | +7.4% |
| 6M | +7.5% | +0.6% | +6.9% | +6.3% |
| YTD | +51.2% | +11.0% | +40.2% | +38.2% |
| 1Y | +57.3% | +13.3% | +43.9% | +40.9% |
| 3Y | +71.0% | +73.4% | -2.4% | -7.6% |
| All | +71.0% | +74.0% | -3.1% | -7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling